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Thread: group/team functionalty in SugarCRM CE.

  1. #1
    shajiuddin is offline Sugar Community Member
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    Default group/team functionalty in SugarCRM CE.

    Hi,

    I need to create group functionalty in SugarCRM CE.

    For example :

    A company have Two (2) different types of business with their Two (2) different teams (Groups). One (1) group can only access their data in SugarCRM. How can I do this?

    Regards.

  2. #2
    sts's Avatar
    sts
    sts is offline Sugar Community Member
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    Default Re: group/team functionalty in SugarCRM CE.

    1.) admin->role management->create role: set role name and sescription, press "save"
    2.) edit role configuration: set "Access" to "Enabled" and "Edit"/"Delete"/etc. to "Owner", press "save"
    3.) "select user": mark all users from list which should have this role, press "select"
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    Stefan Ulrich Sauer
    System Analyst

    Devoteam GmbH
    Gutenbergstraße 10
    D-64331 Weiterstadt
    Germany
    email: Stefan-Ulrich.Sauer@devoteam.com
    http://www.devoteam.com
    http://www.devoteam.de

  3. #3
    shajiuddin is offline Sugar Community Member
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    Default Re: group/team functionalty in SugarCRM CE.

    Hi,

    Thanks for information. but it is for individual user level. I need this on group/team level like you can see "Team Management" in Professional version of SugarCRM. This same thing I need to implement in Community Edition of SugarCRM. If this functionalty isn't available in Community version then please tell any other 3rd party plugin/module for this purpose

    Regards

  4. #4
    sts's Avatar
    sts
    sts is offline Sugar Community Member
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    Default Re: group/team functionalty in SugarCRM CE.

    You could try the 'CE Teams' add-on to the ce edition:
    http://www.sugarforge.org/projects/ceteams/

    (I didn't try it myself so I have no experience with it.)
    Stefan Ulrich Sauer
    System Analyst

    Devoteam GmbH
    Gutenbergstraße 10
    D-64331 Weiterstadt
    Germany
    email: Stefan-Ulrich.Sauer@devoteam.com
    http://www.devoteam.com
    http://www.devoteam.de

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